FINANCIAL SERVICES
FREMONT BANK
Smeed CPA San Francisco 925-634-2344 info@smeedcpa.com www.smeedcpa.com
“IDDO tax is fast, reliable, and reduced my tax liability.” —Georgia R.
We are a highly collaborative, credentialed team of wealth managers with decades of
experience working with successful business owners, entrepreneurs, professionals, executives and their multigenerational families. /quorumprivatewealth /company/quorumprivatewealth
Mirador Capital Partners Pleasanton
@iddo__tax /iddous @iddotax
Tax planning and outsourced CFO services.
925-621-1000 info@miradorcp.com www.miradorcp.com
/smeedcpa
JT Services Inc Dublin, Hayward, Livermore, Pleasanton, San Leandro
Mirador Capital Partners is an SEC- registered investment advisor with more than 30 years of experience providing innovative wealth management solutions to individuals, families, institutions, and businesses. “I feel very supported by Mirador. Don is extremely knowledgeable and communicative. And the team is always available to answer questions, make suggestions and work to help you understand and enjoy the whole investment process. Also love the warmth, friendliness and caring of
510-779-2719 1133services@gmail.com
RISdirect Rogers Insurance Danville, Menlo Park, Pleasant Hill, Pleasanton, San Mateo
Professional Accounting Services
Spectrum Synergy Group Inc. Danville, Lafayette, Pleasanton, San Ramon, Walnut Creek
925-365-3200 quote@risdirect.com www.risdirect.com
925-989-7300 info@ssgincfinancial.com www.ssgincfinancial.com
Maxwell Wealth Dublin, Livermore, Pleasanton, San Jose, Greater Bay Area
the entire team.” —Gayle Peterson
Home, Auto, Umbrella and Business Insurance “I’ve been a longtime client here and they’re fantastic. They’re not at all bothersome but extremely informative. And when I’ve needed help no matter the hour of day, they are there being responsive and empathetic.” —Aundrea Love
Providing tax, estate and business exit consulting for individuals and businesses.
/mirador-capital-partners
925-523-3288 tracie@maxwellwealth.com www.maxwellwealth.com
/company/spectrum-synergy-
group
Maxwell Wealth is a RIA, Fiduciary, Wealth Management company that works with companies and individuals to achieve financial goals.
Quorum Private Wealth Danville, Greater Bay Area
/RogersInsuranceUSA /company/rogers-insurance-
/MWSPleasCA /company/maxwellwealth
925-488-4000 info@quorumpw.com www.quorumpw.com
services-inc.
98
99
Made with FlippingBook Annual report maker